See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,175 | $90,600-71.1% | $79,464-67.1% | $135,375-80.7% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -4.94% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,221 | $3,068-27.6% | $2,800-20.7% | $4,779-53.5% |
| Participant deferral / active EE | $2,328 | $4,050-42.5% | $3,704-37.1% | $5,609-58.5% |
| Admin fee / account holder | $1,121 | $5,907-81.0% | $5,113-78.1% | $10,827-89.7% |